This first-of-its-kind solution for the wealth management industry

Available on iCapital Marketplace, enabling advisors to easily integrate alternative investments with traditional public market portfolios.

iCapital¹, the global fintech platform driving the world's alternative investment marketplace for the wealth management industry, announces the introduction of iCapital Model Portfolios. Today, the more than 100,000 U.S. Financial Advisors who use iCapital’s platform can now access the first model portfolio, iMAP (iCapital Multi-Asset Portfolio), with additional portfolio models set to follow in the coming months. Paired with iCapital’s portfolio construction tool, Architect, advisors will be able to run an analysis to easily evaluate the impact of incorporating alternative investments alongside traditional portfolio holdings.

“We are excited to introduce iCapital Model Portfolios, an innovative application for wealth managers to incorporate alternative investments into their clients’ portfolios,” said Lawrence Calcano, Chairman and CEO of iCapital. “As demand grows, iCapital will continue to work with leading alternative asset managers to design and curate additional outcome-based models.”

The Model Portfolios by iCapital are designed to assist with asset allocation within alternative investments and identify top-tier products that fit those allocations. Developed using quantitative analysis by iCapital’s research and due diligence team, the Model Portfolios suite offers a comprehensive and flexible way for financial advisors to include these investments in their practice. The Multi-Asset Portfolio easily provides a balanced alternative investment allocation across five funds from top-tier managers in private equity, private credit, and real assets.

The first portfolio available, iMAP, is a balanced portfolio that combines income and growth through private markets investing. It aims to generate total returns with reduced volatility and fewer drawdowns than traditional asset classes, helping to manage market stress more effectively. The portfolio simplifies the entire process, from due diligence and manager selection to investment, construction, and ongoing monitoring.

“The introduction of iCapital Model Portfolios greatly simplifies the creation of diversified portfolios with an allocation to alternatives. This focus on asset class enables advisors to build holistic portfolios for their clients through this accessible, ready-to-use format,” said Dana D’Auria, Co-Chief Investment Officer and Group President of Envestnet Solutions. “Advisors, already familiar with establishing client allocations using trusted models on the Envestnet platform, will find iCapital's integration of this growing asset class into their workflows to be a straightforward process. It's a significant innovation in portfolio management.”

“We are proud that our direct lending strategy is a leading allocation in iCapital’s iMAP model portfolio. Since we began partnering with iCapital in 2017, we have been committed to unlocking access to the private markets for financial advisors and their clients,” stated Sean Connor, President & CEO Global Private Wealth at Blue Owl Capital. “We believe models are a critical tool to simplify and enhance the investment experience for advisors seeking to integrate high quality alternative investment strategies into portfolios. Private credit can deliver consistent income and capital preservation for investors and Blue Owl is one of the leaders in this asset class. iCapital Model Portfolios distill the essence of balanced portfolio theory into a practical tool that wealth managers can implement for their clients immediately.”

About iCapital

iCapital powers the world's alternative investment marketplace offering a complete suite of tools, end-to-end enterprise solutions, data management and distribution capabilities and an innovative operating system. iCapital is the trusted technology partner to independent financial advisors, wealth managers, and asset managers, offering unrivaled access, technology, and education to incorporate alternative assets into the core portfolio strategies for their clients.

At the forefront of the digital transformation in alternative investing, iCapital's secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $184.7² billion in global platform assets, the iCapital operating system automates and streamlines the complex process of private market investing and seamlessly integrates with clients' existing infrastructure platform and tools.

iCapital employs more than 1450 people globally, and has 12 offices worldwide including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance including Forbes Fintech 50 for 2018, 2019, 2020, 2021, 2022, 2023, and 2024 and MMI/Barron's Industry Awards as Solutions Provider of the Year for 2020, 2021, 2022, and 2023.

For more information, visit https://icapital.com | Twitter (X): @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc/

Disclosures

This material has been provided to you for informational purposes only by iCapital, Inc. and/or one of its affiliates including Institutional Capital Network, Inc. (collectively, “iCapital”). This material is the property of iCapital and may not be shared without its written permission. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of iCapital. This is not intended as, and may not be relied on in any manner as, legal, tax or investment advice, a recommendation to employ a specific investment strategy, or as an offer to sell, a solicitation of an offer to purchase, or a recommendation of any interest in any fund or security. Security products and services are offered through iCapital Markets LLC, a registered broker/dealer, member FINRA and SIPC. Financial products made available by iCapital Markets LLC may be complex and/or speculative and are not suitable for all investors. iCapital Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission and acts as an adviser to certain privately offered investment funds. “iCapital” and “iCapital Network” are registered trademarks of Institutional Capital Network, Inc.

iCapital and Envestnet are separate and unaffiliated firms. This release should not be construed as a recommendation or endorsement of any particular product, service, individual or firm.

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¹ iCapital, Inc., and its affiliates (together, “iCapital”)

² As of March 31, 2024

© 2024 Institutional Capital Network, Inc. All Rights Reserved.

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